The Smart Money

Why is Wall Street starting to worry now about the AI investment spree?

October 24, 2026

Despite strong numbers from AI companies, the market stayed unimpressed. Good news seems no longer to be enough. Two questions now hang over the AI data centers: who pays for them, and when will the expected revenues arrive?

Where is investors’ money going as tech stocks fall?

October 17, 2026

The Nasdaq fell 4.48% in a week, while the Dow rose 0.67%. Investors have not left the market, but they have moved to another segment. Investment specialists call it a rotation.

Why are small companies hit hardest by higher interest rates?

October 10, 2026

The S&P 500 ended the week close to a new record. By contrast, the Russell 2000, which tracks 2,000 smaller US companies, headed in the opposite direction and edged closer to a correction. The widening gap tells a story of two very different markets, where rising interest rates weigh more heavily on smaller companies.

Why did a jobs slump come as a relief to bond markets?

October 5, 2026

On Friday came news that should have rattled investors: the US economy added just 29,000 jobs in September. What was bad news for workers and shareholders suddenly looked like good news for borrowers.

5%: the psychological threshold for investors

The 10-year Treasury yield crossed 5% for the first time since 2007, a level where bonds start competing with stocks for your money.

162,000 jobs: the number that stalled hopes of a rate cut

US employers added 162,000 jobs in August, nearly triple forecasts, pushing back rate-cut hopes and lifting bond yields.

40 trillion dollars: the number stirring bond investors

US government debt just passed USD 40 trillion, double where it stood a decade ago.

Where cryptocurrencies fit in a portfolio

Not whether crypto will rise, but how much belongs in a portfolio, and how to hold it with discipline.

Boring beat brilliant

The Nasdaq fell nearly 5% in a week, while the Dow edged higher and credit markets barely budged. No alarm bells rang. It was the week investors started to rethink the AI trade.

How to invest in your first ETF, in four steps

The stock market isn’t a club for insiders. Four simple steps to your first ETF, no jargon.

How does private credit actually work?

Private credit now finances much of corporate America outside the banking system. Here’s how it works, and where the risk sits.